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SVS Cornelian Defensive RMP G Acc

Ranked 56 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Hector Kilpatrick

Hector Kilpatrick holds an MSc in Aquatic Resource Management and an MBA in Strategic Management. He joined SVM in 2005 where he was responsible for researching basic industrials, European pharmaceuticals and UK support services and managed the SVM UK Alpha Fund. Prior to this, Hector was a senior member of the European equities team at Standard Life Investments. He joined Cornelian Asset Managers in June 2010 where he runs the CF Cornelian Cautious, Growth and British Opportunities funds. He is an Associate of the Society of Investment Professionals.

Objective

The Fund aims to provide long term capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI + 1.0% over a five to seven year investment cycle, by investing in a portfolio of investments from the UK and around the world, in a range of economic sectors. The majority of the assets will be invested in passive funds that track the performance of an underlying index.The Fund will invest, directly or indirectly in fixed income funds, cash, deposits and money market instruments, bonds issued by governments. The Fund may also invest in shares and other investment funds.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.1%
2018 -3.5% -3.0% 2.4% 0.1% -3.0%
2017 3.2% 1.4% 0.3% 0.1% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2016
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB00BD72ZR10

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).